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Related Products
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AdviceSheet:
About
AdviceSheet replaces 360° performance reviews for your team. We built AdviceSheet out of frustration with 360 reviews that focus on number scores because they lack any usable actionable data, so we built a tool that elicits proper rich feedback to empower people to have conversations that matter. In AdviceSheet you'll find a set of 13 questions designed to draw out feedback on people's strengths and reveal any weaknesses and potential problems from a range of different perspectives in order to help an individual get better at what they do. AdviceSheet reports are packed with advice and generous thoughtful feedback that is really valuable. And best of all, they put the subject in charge of the process.
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Dynamic Planner:
About
Dynamic Planner is the UK's leading Digital Advice Platform, trusted by more than 2,000 financial advice firms to support the delivery of high-quality financial advice. Founded in 2003, Dynamic Planner brings together accurate normalised data, trusted financial models, investment expertise, intelligent insights and automated work flows to support the entire advice journey, from client engagement and profiling through to financial planning, investment research, advice suitability and ongoing review.
Its Agentic Advice Platform brings together these established foundations with Advice-grade AI™, helping firms remove repetitive administration, connect workflows and create more adviser capacity. Built specifically for regulated financial advice, its AI capabilities are underpinned by robust governance, with Dynamic Planner being the first UK FinTech to achieve ISO/IEC 42001 certification for AI management systems.
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AdviceSheet:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Dynamic Planner:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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AdviceSheet:
Audience
Team leaders, heads of departments and HR teams in need of an advanced 360 feedback solution
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Dynamic Planner:
Audience
Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
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AdviceSheet:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Dynamic Planner:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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AdviceSheet:
API
Offers API
Not Supported
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Dynamic Planner:
API
Offers API
Supported
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AdviceSheet:
Screenshots and Videos |
Dynamic Planner:
Screenshots and Videos |
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AdviceSheet:
Pricing
$24 per month
Free Version
Not Supported
Free Trial
Supported
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Dynamic Planner:
Pricing
$198.30 per month
Free Version
Not Supported
Free Trial
Not Supported
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AdviceSheet:
Reviews/
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Dynamic Planner:
Reviews/
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AdviceSheet:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Dynamic Planner:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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AdviceSheet:
Company InformationAdviceSheet
Founded: 2020
advicesheet.com
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Dynamic Planner:
Company InformationDynamic Planner
Founded: 2003
United Kingdom
dynamicplanner.com
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AdviceSheet:
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Dynamic Planner:
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